Supported connection

Sync Mercury to Google Sheets

Connect Mercury through a direct Finta connection and keep supported data in Google Sheets.

7-day free trial. No credit card required.

Mercury connects through Finta to Google Sheets

Mercury

Finta

Google Sheets

Region
United States
Connection
a direct Finta connection
Sync timing
Varies by connection

Available data

What Mercury data you can sync to Google Sheets

Finta can sync the kinds of data below. What you get depends on the accounts you connect.

Transactions
Sort, filter, categorize, and use transactions in the destination you choose.
Balances
Use current and available balances when the connected account provides them.

In Google Sheets

Your Mercury data in a spreadsheet

Finta adds your Mercury data to a Google Sheet and keeps it current. Depending on the accounts you connect, the sheet can include Accounts, Transactions, Balance History, Securities, Holdings, and Investment Transactions. Use the records in your own formulas, filters, and reports.

Google Sheets integration

Setup

Three steps to connect Mercury to Google Sheets

  1. 1

    Connect your Mercury account in Finta.

  2. 2

    Choose what to sync.

  3. 3

    Connect Google Sheets and pick the sheet.

Timing and limits

Sync timing varies by connection and destination

Your source connection decides when new data is available. Finta syncs supported updates according to the source connection and Google Sheets behavior.

Source and destination permissions

Finta connects through Mercury’s API with read-only access. It can read the data you select and cannot move money. Writing into your Google Sheet is a separate permission you give Google Sheets.

Mercury to Google Sheets questions

Can I connect Mercury to Google Sheets?
Yes. Connect your Mercury accounts through Finta, choose what to sync, and connect Google Sheets.
Which Mercury data can I use?
Transactions and Balances may be available. What you get depends on the accounts you connect, and available fields depend on that connection.
Does Finta move money or change my Mercury account?
No. Finta cannot move money or change your account through the financial connection.
Supported connection

Put your Mercury data to work in Google Sheets

7-day free trial. No credit card required.

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